Plan Ledger DOL Form 5500 · updated monthly

Legacy Partners Realty Inc401(k)

LEGACY PARTNERS REALTY INC RETIREMENT PLAN · FOSTER CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Legacy Partners Realty Inc reported $92,098 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $1,228 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,767th-largest of 9,483 plans among California employers on file, and the 474th of 2,096 in real estate & leasing. In 2024, employees put in $6.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,808,930
Participants with balances310
Active participants220
Employer contributions$270,129
Employee contributions$1,729,626
Employer contribution per active participant$1,228
Average account balance$92,932
Benefits paid to participants$3,289,928
Plan auditUnmodified (clean) audit opinion
AuditorLINDQUIST, VON HUSEN & JOYCE LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,488
Investment management$29,310
Audit (IQPA)$19,300
Total administrative$92,098
The Legacy Partners Realty Inc 401(k) match · 2024
Employer contribution per active participant$1,228
Median for plans this size$2,416

Legacy Partners Realty Inc's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$43,488
LINDQUIST VON HUSEN & JOYCE LLP · Accounting / audit$19,300
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$14,000
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$7,667
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,643

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$92,098 · 0.33%
Same employer
Similar plansReal Estate & Leasing · California
Saban Capital Group LLC CA$29.9M · 0.35%
Wedgewood, LLC CA$29.7M · 0.76%
Harvest Properties, Inc. CA$29.7M · 0.20%
Filbert Management CA$28.3M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 933419747 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.